Automatic creation — one booking, one file — no retyping
A client booking for the first time automatically creates their file.
The problem
Manually creating a file for each new client, on top of their booking, doubles the work.
Without automatic creation, some clients would slip through the cracks and stay without a file.
A client's first booking automatically creates their file, with no extra step.
Without Kagenda
Every new client requires creating their file by hand, on top of their booking.
With Kagenda
The file creates itself, from the first booking.
How it works in Kagenda
The client file is created at the same time as the booking, with no action on your part.
- A new client booksOnline or from the calendar.
- Their file is created automaticallyWith the information given at booking.
- Their history starts thereEach following booking attaches to it.
Automatic creation
- First booking
- File created
- No manual entry
In practice
- 1
A client never seen before
Their file exists from their first booking.
No fileFile created - 2
No double entry
The booking's information fills the file directly.
EntryJust once - 3
A history that starts at the right moment
From the first booking, not before.
HistoryStarts at the 1st booking
Frequently asked questions
Can I create a file without a booking?
Yes, manual creation from the client list is still possible.
What happens if the client gives a different email the next time?
It can create a second file, depending on how the client is identified.
Does the file pick up every piece of the booking's information?
The main contact information, yes.
Does this automatic creation also work for a manual booking?
Yes, the same mechanism applies.
